What are Feature you can get from your crm software
Corexta’s proposal feature allows agencies to draft and manage client proposals efficiently, improving the chances of winning new business.
Generate precise estimates quickly, helping clients understand project costs and setting clear expectations.
Professional invoicing capabilities ensure timely and accurate billing, improving cash flow and reducing administrative burden.
Track and record all client payments, ensuring your financial records are always current and accurate.
Handle returns and adjustments smoothly with the ability to issue and manage credit notes directly within the platform.
Log and categorize expenses efficiently. This will give you clear insights into your spending and help you manage your budget better.
Real-time bank account integration allows you to track all transactions and balances, providing a comprehensive view of your financial status.
E-invoicing ensures faster delivery to clients and quicker payment processing, enhancing your financial operations.
Draft detailed proposals directly within Corexta. Customize templates, add project specifics, and send them to potential clients.
Create accurate estimates using Corexta’s intuitive interface. Include all necessary details and send them to clients for approval.
Generate invoices from completed estimates or time-tracked. Customize your invoice templates and send them directly to clients.
Record payments received from clients. Track outstanding balances and send reminders for overdue invoices.
Issue credit notes to manage refunds or adjustments. Track their status and ensure all financial records are accurate.
Log every expense incurred. Categorize them for better tracking and generate expense reports to analyze spending patterns.
Integrate your bank accounts with Corexta. Monitor real-time transactions and maintain an up-to-date view of your financial health.
Utilize e-invoicing to send invoices electronically. Speed up the billing process and enhance client payment turnaround times.
Use Corexta's proposal feature to draft, customize, and send detailed proposals to potential clients, increasing your chances of securing new business.